The world’s #1 CRM leader thrives at providing a unified of customers by uniting the various
segments across the financial segments. The Salesforce Financial Services Cloud makes every
interaction personalized by connecting the dots organization-wide.
Salesforce Financial Services Cloud
The Salesforce Financial Services Cloud solution is specially designed for the financial service
industry. The 360-degree of customers helps in cementing customer relationships and improving
retention. This Salesforce CRM software is a great fit for financial institutions, financial
consultants, insurance companies, investment brokers, and others under the financial services
umbrella.Besides, it has reinvented the way the customers’ data is leveraged by financial
organizations for business operations, sales, and marketing departments by connecting siloed
data. The unified view of data enables delivering personalized experiences across all the
customer touchpoints irrespective of the device and communication channel used. The improved
customer loyalty and strengthened trust are the by-products of it.Salesforce Financial Services
Cloud is a boon for the service team with improved visibility into customers’ data anytime,
anywhere. It allows the team to access data and valuable insights for every customer that helps
in dealing with customers uniquely and resolving the queries off the bat. That’s why the
salesforce CRM takes the driver seat in insurance firms. It enables sales reps and service reps
to cater to the needs of every policyholder and recommend the right insurance coverage with
complete access to real-time data and insights. A couple of more benefits that insurance
companies cherish.
- Improve onboarding Activity workflows
- Recommend the relevant Offer
- Analyzing Customer Journeys after and before transactions
- AMS Integration for 360-degree Customer View
How Is Salesforce Financial Service Cloud Turning The Table Upside Down
Game-changing Solution For Capital Markets
Custom technology integration into Salesforce Financial Services Cloud allows capital firms
to enable digital-first transition, including- process alignment and operations optimization
through workflow tools. The AI research tools power the bankers with access to relevant
information and rich insights that are used as a strategic advantage to close the deal from
anywhere. The improved collaboration and compliance capabilities ensure a seamless client
onboarding process and progress tracking.
- Seize an extra Edge with an AI-based relationship discovery tool.
- Adhere to stringent compliance and Data Regulatory Requirements.
- Real-time Analytics to improve efficiency and productivity.
Unfolding Opportunities For Banking And Lending Space
The apt insights access and relevant interactions across all the communication channels
(Social Networks, Mobile Messaging, and Chatbots) help the banking and lending team to
better engage the customers. The banking and lending firms can analyze and prioritize
customers (Via intelligent routing rules), position the lead in the sales funnel, ensure
coordination among all the team members with greater visibility into customer data (From
Actionable Relationship Center) through salesforce financial cloud leverage. It enhances the
borrowing process with a 360-degree view of customers and so on.
- Automate lead creation from digital records.
- Automatically accommodate the regulatory changes in banking and lending.
- Set a standard in retail banking for modern customers.
- Seamlessly track the progress in the commercial lending process
- Facilitate member services for special customers based on the journey.
Taking Wealth And Asset Management Up A Notch
Ensuring transparency and trust in Wealth and Asset Management firms is like managing complex
investment portfolios and customer relationship management on the same hand. With Salesforce
Financial Services Cloud, the team can access the customers’ account information to the
moment across the network, which enables wealth advisors to provide smart and personalized
advice from anywhere. It helps Wealth and Asset Management firms to make sure every goal is
met.
- Einstein-powered next best action recommendation enables personalized recommendations.
- Improved visibility into financial accounts and assets.
- Seamlessly deliver tailored advice across all the communication channels.
- Marketing automation improves the time spent on customer engagement.
- Reduced administrative work results in enhanced operational efficiency.
Microsoft Financial Service Cloud
Microsoft Cloud for Financial Services reimagining the financial services by accelerating
innovation into personalized experiences delivery, customer connections strengthening, financial
cybercrime combat, compliance adherence, and employee empowerment. It enables financial
institutions to put the customers first and better engage them with a 360-degree view of
customer data, self-service mobile tools, and financial summaries, which drives sustainable
growth.
Modernizing Banking Sector
Integrate Microsoft cloud financial services in banking sector DNA with Microsoft financial cloud
solutions. It’s shifting legacy banking systems to digital, agile systems that support AI and ML
technology, which allow banks to compete in a data-driven ecosystem and tap new opportunities.
The real-time payment system has created a breakthrough in addressing the evolved customers’
needs. The payment data is utilized to make tailored suggestions for banking products and
services in real-time.
Azure Solution
Azure financial services cloud helps banking, insurance, and capital markets to get ahead of the
pack with instant connection with customers through multiple channels and wow experience
delivery with customized needs fulfillment. With Microsoft azure financial services, stepping in
with finance trends and addressing market challenges has become feasible.The advanced tools
empower employees to create the hybrid strategy and act upon detected fraud at the speed of
banking. Azure for financial services is backed by AI and ML technology and high-performance
computing that ensures next-gen Azure financial services development that is scalable and
secure.
Business Central For Finance & Insurance Industry
Microsoft Dynamics 365 helps finance and insurance businesses propel forward with automation and
proactive insights that help in personalizing customer experiences and boosting employee
productivity. With several products such as customer insights, sales, marketing, customer
service, fraud protection, and customer voice under the Dynamics 365 platform umbrella, the
financial services providers are succeeding in delighting the customers and accelerating the
growth.
Liferay- the digital experience software provides Liferay finance solutions for clients,
advisors, and employees to engineer unmatched experiences for your customers. Various portals
are built by Liferay for finance companies to adapt to unique processes and overcome challenges.
Client Portal is a self-service customer portal that’s designed to attract, serve, and
engage the customers with tailored content, reduced complexity, and streamlined checkout
experiences.
Advisory Portal enables insurance agents, brokers, and partners to become more productive
with streamlined workflows, cross-sell/up-sell opportunities, 360-degree view of customers data,
in-context analytics and KPIs, personalized quotes delivery, and improved communication
channels. It helps in building a long-lasting relationship with customers that guarantees
long-term success.
Wealth Management Solutions
Staying relevant to the customers and keeping every interaction meaningful is imperative in
evolving climate. Wealth management solutions help the wealth management industry to outpace the
changes with customer retention and customer acquisition through personalized omnichannel
experiences creation. Supercharging the advisors with digital customers’ data in real-time makes
them spend more time with customers in sealing deals. The automated digital processes and cloud
infrastructure maximize operational efficiency and increase profits.
Mobile & Web Development Apps
At AIMDek, the secure and scalable web and mobile apps are engineered in an agile fashion for
businesses globally. The team of coding superheroes, design gurus, QA & testing experts, and
marketeers ensure that full-fledged solutions meet the digital needs of the business
ERP Systems
With a shift from legacy to cloud ERP, we help you control, manage, and handle the manufacturing
processes at various phases. The custom ERP solution ensures sheer transparency, no data loss
when the system fails, high accuracy, and product quality from planning to manufacturing and
final distribution.
Custom Software Development
In the era of personalization, we facilitate custom solution development that’s tailor-made to
the business requirements. The discovery workshop helps us better understand your business
project requirement, agile methodology keeps you sailing in the team’s boat, and the latest
technology leverage ensures the solution remains up-to-date.
